GOALVEST ADVISORY LLC

NEW YORK, New York·3 registered advisors·CRD# 285374
SEC# 801-1167900(917) 215-6141
01

Firm Overview

AUM
$463M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GOALVEST ADVISORY LLC

3 registered advisors
Alicia Izquierdo St. Pierre
NEW YORK, New York
Katharine Anastasia Pritsos
NEW YORK, New York
Sevasti Balafas
NEW YORK, New York
05

Office Locations

NEW YORK, New York
3 advisors

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Data sourced from SEC Form ADV filings. GOALVEST ADVISORY LLC (CRD# 285374) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.